The Best Assets To Hold In Each Account

Are your investments in the right accounts? Are you just getting started and need a simple solution that lets you start maximizing your army of dollar bills? We explain the three types of investment accounts, which assets should live where to maximize tax efficiency, and why where you invest can be just as important as what you invest in.

Timestamps
0:00 Are Your Investments in the Right Accounts?
0:24 Tax-Free Accounts
1:30 Best Assets for Tax-Free Accounts
2:27 Tax-Deferred Accounts
3:27 Best Assets for Tax-Deferred Accounts
3:52 Taxable Brokerage Accounts
5:31 Index Target Retirement Funds
6:20 Working with an Advisor

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🎓 Brian Preston (CFP®, CPA) and Bo Hanson (CFA®, CFP®) share professional insights to help you own your financial future.

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